In 2016, the group will be warm to death?
[Text / Gaogong LED Xu Chaopeng] 2015 has passed, recalling that from the beginning of the year to the end of the year, the lighting industry has never lacked stories.
From the beginning of the year, a large number of local group companies such as Jinshajiang Venture Capital and Guangzhao Assets demonstrated their strength in the capital market, and then went to the T8 lamp to set off a price frenzy until the bright lighting and smart city in the Zhongguangya Exhibition. To the concept of “Internet +†and “LED+â€, the “One Belt, One Road†policy promoted by the country, the development of the industry seems to show great potential.
However, in this case, the downward trend of the economy is still an indisputable fact. Since this year, many international giants have successively announced the withdrawal of the white LED market in 2015, and then the bankruptcy of many domestic LED companies, 365 days, such events It is also not uncommon.
Therefore, many people in the industry put the idea of ​​"holding the group to warm up" on the agenda. The following is the author's summary of the views of various circles in the circle on the warmth of the group:
Lu Weidong, general manager of Yinghui Lighting: willing to strengthen the deep understanding of technology and products with visiting enterprises, in order to seek further cooperation in the later stage. In the winter season of the industry, LED lighting companies must help each other, warm up the group, and give play to their respective advantages and intercommunication. With or without, we can form a win-win situation. "The so-called 'carrying group' is to subdivide the market, carry out specialized division of labor, optimize the supply chain, and not blindly follow the trend, otherwise it can only fall into the quagmire of vicious competition.
Ye Guoguang, deputy general manager of Deli Optoelectronics: Why do you want to hold a group? First, because of the momentum, especially for listed companies, the chip supply problem is a short-term downstream, investors will be afraid, in order to prevent the stock price from falling, they want to hold the group . Second, because there is no self-confidence, the division of labor and cooperation is originally the best mode of cooperation in the industrial chain. However, in the mainland, there is no cooperation without interest. Everyone wants to maximize the benefits. Everyone does not believe that people can treat each other with sincerity. Everyone is honest. Lack of confidence, so everyone's cooperation is at best mutual use. Therefore, in China, there are only two reasons for such a big alliance, and they use each other.
Liang Xudong, Chairman of Yuanrong Technology: In order to maintain stability, it is necessary to keep improving. In the traditional display and lighting field, chip companies still have to work hard, and may need to adjust by means of group heating. However, there are also many enterprises. Can be profitable, but in the segmentation field, the market competition is not so fierce, but the company must strive for excellence and even the ultimate in order to gain a foothold.
Love Green Geguang Liu Zi can: hold a group to see what group. If a group based on customer development and sharing, 99% will go to the opposite of the demise and the original intention. If it is a group of upstream and downstream of the value chain, there is still certain feasibility. Therefore, I would like to see what kind of complementary products, I will sneer, disdain ... I believe that the essence of strong alliance is the strength of the value chain, this is the basis.
Hongsen Huiguang Lu Qihong: The group should also join hands to complement each other, strong and strong group, rotten hemp and twisted into a rope is not necessarily better than a good straw, healthy enterprises can only hold a group, 1 1 1> 2, must join forces Complementary sharing, individuals who are warming up and holding a group are not optimistic. On the contrary, I very much agree with the model of upstream and downstream marriages that do not warm up.
Deming Wei, general manager Yang Dong: Holding the group to warm up is the industry's general trend. Resource integration is always the mainstream of the market! Whether it is really good or not depends on the strength of the company itself. The company's warmth is actually the integration of business management and values. And the collision, while the concept between the two business owners is even more critical.
Lai Ronghong, general manager of Guangzhou Hongyu Electronics: In the face of warming up the group, we can't follow the trend blindly, and we can't plan without it. Now the industry is gradually standardizing, and it is also the process of large-scale consortiums merging small and medium-sized companies or squeezing small and medium-sized companies. For aircraft carrier-type enterprises, the names of most small and medium-sized companies in the future market will be slowly forgotten. It is also the law of natural survival of enterprises. What our company should do is more pragmatic.
Dr. Zhang Xiaofei, Chairman of Gaogong LED: Some wise men have suggested that the best way to come is to warm up in winter. Fei brother is not benevolent, and he never believes in this kind of "warming group". If you are selfish and even a ghost, only the individual will become a collective death. Why do we come to LED? A chance to give all speculation and entrepreneurship a century-old lighting revolution. This is driven by their own interests, so it is not a common belief. If there is no common belief, it is neither appropriate nor easy to warm up. How to warm up? Whoever gets warm? But of course, one-on-one, suppliers and customers can take care of each other and achieve common interests. Or, peers and peers, together, to play their respective strengths, optimize production capacity, and remove overlapping human and material resources, this is entirely possible... Anyway, they don’t make money, and they can’t live without it. It’s better to live together. With 1+1, you can go one step further, but you have to come to a family...
The author also really hopes that in 2016, the warmth of the group will truly become an effective execution strategy, not just a slogan, because countless stories also tell us that cooperation is the only way to promote the development of the industry, the current LED 凛冽In the cold wind, we are not only warm, but also a more exciting future!
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